The Tax Return AutoFile process automatically files batches of all tax returns (received electronically via Xero Tax). Tax Return AutoFile will call out to Xero Tax on a scheduled daily basis to retrieve all newly issued returns since the process was last run.
The Tax Returns that have been retrieved for a selected client can be displayed in the Tax tab in the Clients workspace. Refer to Displaying Documents and Information for a Client.
Editing the Tax Return AutoFile
- From FYI, click the Automation menu option.
- Go to the Processes tab.
- In Tax Return AutoFile, click the cog icon to edit this process.
The Trigger for the Tax Return AutoFile is "Scheduled Daily".
The Filter for this process is "All tax returns".
To make this process active, change the Status to "Active".
Select the name of the Owner of the process. If the process fails, an email will be sent to this user as notification. You can set this as "Me" to set yourself as the owner.
Start From allows you to enter the date from which you want to start retrieving the documents.
The step in the Tax Return AutoFile is to import from the Application Xero Tax and Action is set to File tax return to file the returns that have been imported. The following shows the default settings.
The Filing settings determine how the document is filed. These are set up with merge fields to include the from and to tax period in the file name, and to file the document in the relevant Year category.
Name - the Name includes the merge fields for the Tax Return («TaxPeriodFrom» - «TaxPeriodTo»).
AutoFile is disabled so the document will be filed using the settings in this process step.
Cabinet is set as Financials & Tax Returns.
For Year, this includes the merge field "TaxYear" so the email will be automatically filed in the relevant tax year for the Year category.
Filing - defaults to "Filed" so the email will be automatically filed.
In the Workflow section, the Owner is set as the client's Manager and the Status set as "Client Signed".
You can change any options for Filing, Workflow, or for creating a Task, and to enable Comments as required (refer to Automation Notifications). You can add steps if required (refer to Automation Process Steps).